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Financial Associate Jobs in Lacey, WA (NOW HIRING)

Financial Wellness Associate

Tacoma, WA ยท On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

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Financial Associate information

See Lacey, WA salary details

$33.2K

$76.6K

$150.3K

How much do financial associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial associate in Lacey, WA is $76,638.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $83,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Lacey, WA?

The most popular types of Financial jobs in Lacey, WA are:

What job categories do people searching Financial Associate jobs in Lacey, WA look for?

The top searched job categories for Financial Associate jobs in Lacey, WA are:

What cities near Lacey, WA are hiring for Financial Associate jobs?

Cities near Lacey, WA with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Lacey, WA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $76,638 per year, or $36.8 per hour.

Pastoral Associate for Finance & Administration

ARCHDIOCESE OF SEATTLE PAYROLL SERVICES

Olympia, WA โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Job description

The beautiful parish family of Saint Michael's in Olympia and Saint Edward's in Shelton are looking for a Parish Family Pastoral Associate for Finance and Administration to provide leadership and oversight of church and school finances.

ABOUT PARISH FAMILY

St. Michael Parish & School serves approximately 2,600 registered families and 7,000 individuals across two worship sites and approximately 440 school students enrolled in Olympia, Washington. Saint Michael Parish is a vibrant Catholic community committed to worship, discipleship, formation, service, and fellowship.

Saint Edward Parish is located inย Shelton, WA, serving approximately 1,053 households. This parish largely identifies with Mason County and reflects a diverse demographic with aย strong, active Hispanic/Latino Catholic presence, which is highlighted by scheduled Sunday Spanish Masses and vibrant bilingual community events.

Position Summary

The Pastoral Associate for Parish Family Finances serves as the chief financial administrator of the Parish Family and provides strategic leadership and operational oversight for parish and school finances as two parishes move toward becoming one canonical parish under the Archdiocese of Seattle's Partners in the Gospel initiative.

Reporting directly to the Pastor, this position oversees financial planning, budgeting, accounting, reporting, internal controls, stewardship accountability, and long-range financial sustainability for all parish family operations. The role serves as the Pastor's primary advisor on financial matters and works closely with parish, school, ministry, and Archdiocesan leaders to ensure responsible stewardship of resources in support of the Church's mission.

The position supervises parish bookkeeping functions, provides financial oversight for school accounting operations, leads the work of the Finance Councils, and helps develop integrated financial systems and practices that support greater operational unity across the Parish Family.

Working closely with the Pastor, the Pastoral Associate for Parish Family Resources, the Pastoral Associate for Parish Life, the Pastoral Associate for Parish Ministry, the School Principal, and other parish leaders, the Pastoral Associate for Parish Family Finances helps ensure that financial administration supports evangelization, discipleship, pastoral care, Catholic education, and the long-term sustainability of parish family mission and ministry.

Supervision and Reporting Relationships

The Pastoral Associate for Parish Family Finances serves within the Office of the Parish Family Pastor and reports directly to the Pastor.

The position provides direct supervision of the Parish Bookkeeper and oversight of parish bookkeeping functions throughout the Parish Family.

The role also provides financial oversight and coordination for the School Bookkeeper. While the School Bookkeeper remains accountable to the School Principal for school administrative operations and day-to-day school procedures, the Pastoral Associate for Parish Family Finances is responsible for financial oversight, accounting standards, budgeting coordination, financial reporting, and compliance with parish and Archdiocesan financial policies.

The position works collaboratively with the School Principal, Pastoral Coordinator, Parish Family leadership team, Finance Councils, and Archdiocesan offices to ensure consistent financial stewardship, accountability, and operational effectiveness throughout the Parish Family.

Essential Responsibilities

1. Financial Leadership and Stewardship

  • Provide strategic financial leadership for the Parish Family and ensure responsible stewardship of parish assets and resources.
  • Develop, administer, and monitor annual operating and capital budgets for parish, school, ministry, facilities, technology, and administrative operations.
  • Regularly advise the Pastor regarding budget performance, financial trends, operational sustainability, major expenditures, risks, and long-range planning.
  • Prepare and present monthly, quarterly, and annual financial reports for the Pastor, Finance Councils, parish leadership, and school leadership.
  • Monitor revenues and expenditures and provide timely analysis and recommendations.
  • Ensure proper authorization of expenditures and adherence to approved budgets and Archdiocesan policies.
  • Oversee parish income handling, reconciliation, safeguarding, and deposit procedures.
  • Assist in developing integrated financial systems and reporting practices that support Parish Family unification under Partners in the Gospel.

Stewardship Collaboration

The Pastoral Associate for Parish Family Finances works closely with the Pastoral Associate for Parish Life regarding stewardship planning and financial sustainability.

While responsibility for promoting stewardship, annual giving efforts, volunteer engagement, and encouraging parishioners to share their time, talent, and treasure resides primarily with the Pastoral Associate for Parish Life, the Pastoral Associate for Parish Family Finances provides financial analysis, forecasting, budgeting, reporting, and strategic guidance to support these efforts.

The position provides financial data and recommendations that assist parish leadership in evaluating stewardship trends, parish participation, revenue projections, and the long-term sustainability of parish family ministries and operations.

2. Bookkeeping Oversight and Financial Operations

  • Supervise parish bookkeeping functions and provide oversight of school accounting operations.
  • Ensure accounting procedures are consistently applied and aligned with Archdiocesan standards and accepted accounting practices.
  • Review financial transactions, reconciliations, payroll coordination, cash-handling procedures, restricted funds, grants, tuition assistance accounting, fundraising revenues, and reporting workflows.
  • Develop and maintain efficient, transparent, and accountable financial systems and procedures.
  • Coordinate annual audits, reviews, and Archdiocesan financial reporting requirements.
  • Maintain secure, accurate, confidential, and organized financial records.

3. Administrative Leadership and Personnel Support

  • Provide leadership, supervision, training, support, and evaluation for assigned financial and administrative staff.
  • Collaborate with the Parish Personnel Officer regarding compensation planning, staffing budgets, employee benefits, and personnel-related financial matters.
  • Support administrative systems and structures that strengthen organizational effectiveness and accountability.
  • Promote collaboration and operational consistency throughout the Parish Family.

4. School Financial Support

  • Serve as the primary financial advisor to the School Principal regarding budgeting, tuition planning, forecasting, and financial sustainability.
  • Provide financial guidance and support to the School Commission.
  • Assist with tuition assistance administration and financial aid accounting.
  • Support the development of school financial systems that align with parish accounting standards and Archdiocesan expectations.
  • Integrate school financial reporting into broader Parish Family financial planning and reporting systems.
  • Advise the Pastor regarding school financial operations, enrollment-related financial impacts, and long-term sustainability.

5. Facilities, Capital, and Operational Planning

  • Collaborate with the Pastoral Associate for Parish Family Resources regarding facilities maintenance, capital projects, technology planning, and operational budgeting.
  • Assist with long-range planning for capital improvements and major operational investments.
  • Support financial analysis related to facilities, infrastructure, and technology needs.

6. Compliance and Archdiocesan Relations

  • Ensure compliance with Archdiocesan policies, accounting standards, insurance requirements, and applicable governmental regulations.
  • Serve as liaison to Archdiocesan Business, Finance, Accounting, Personnel, and Insurance offices.
  • Prepare and submit required financial reports, documentation, and regulatory filings.
  • Coordinate relationships with auditors, financial institutions, vendors, and governmental agencies.
  • Maintain sound internal controls, risk management practices, and financial safeguards.

7. Partners in the Gospel Implementation

  • Support the Pastor and parish leadership in the operational and financial transition toward greater Parish Family unity.
  • Assist in aligning financial systems, reporting structures, internal controls, operational workflows, and administrative practices across both parish communities.
  • Support implementation planning, organizational transition, and change management initiatives.

Balance respect for the unique history and culture of each parish with the need for sustainable, mission-centered structures that support evangelization and pastoral care.

Required

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent professional experience.
  • Significant experience in accounting, bookkeeping, financial management, or business administration.
  • Experience in budgeting, financial reporting, and internal controls.
  • Supervisory and organizational leadership experience.
  • Strong understanding of accounting principles and financial systems.
  • Excellent organizational, analytical, communication, and problem-solving skills.
  • Ability to maintain confidentiality and exercise sound judgment.
  • Proficiency with accounting software, spreadsheets, databases, and office technology.
  • Ability to collaborate effectively with clergy, staff, volunteers, Finance Councils, school leadership, and Archdiocesan personnel.

Preferred

  • Experience in a Catholic parish, Catholic school, nonprofit, or faith-based organization.
  • Familiarity with Archdiocese of Seattle financial policies and procedures.
  • Experience supporting organizations undergoing transition, consolidation, or restructuring.
  • Knowledge of payroll systems, tuition systems, facilities budgeting, and cemetery accounting, where applicable

Any offered salary is determined based on internal equity, internal salary ranges, market data, applicantโ€™s skills and prior relevant experience, certain degrees and certifications.

Benefits: Eligible positions receive a comprehensive package of benefits including medical, dental, vision, life, accidental death and disability, long term disability, pension, 403(b), HSA, FSA, and generous sick leave, vacation and holidays.